Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Green is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with a registration date of February 2, 2024. Jonathan is a licensed agent with the Series 63 and Series 66 exams. He is also registered with the FINRA, and holds the Series 7TO and SIE exams. Jonathan has been in the financial industry since December 2019 and has experience at Wells Fargo Clearing Services, LLC. Jonathan Green has a specialty in offering financial planning, investment consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ROSEVILLE CA)
CA
12/09/2019 - 02/02/2024
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
BOTH
Issued 04/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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